jeffry09

    • jeffry09jeffry09
      ·03-26 18:50
      No one can predict the market’s movements except for a god. Buy Microsoft shares, take a break, and don’t listen to the noise outside for a few years. Eventually, you’ll find that you’ve become wealthy. $Microsoft(MSFT)$
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    • jeffry09jeffry09
      ·03-25
      Conspiracy Theorists all over the this board about market manipulation, short sellers, blah, blah, blah. PDD had a great ER and good outlook. Truth is people still see a lot of risk ahead. AI and Crypto are getting much of the market’s attention. Temu is still relatively young but making tremendous progress. Pinduoduo will start creeping up towards $200 over the next couple of months IMHO barring any unusual news. $PDD Holdings Inc(PDD)$
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    • jeffry09jeffry09
      ·03-25
      people are looking to save $$$. They have prices that rival Amazon. I believe they are gaining traction. 2 consecutive quarters of growth. This is just a start. This will blow past 130 this week. This is all option killing. The contracts expiring today are alot! $PDD Holdings Inc(PDD)$
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    • jeffry09jeffry09
      ·03-25
      I have believed that Google has time to get Gemini right, and this data seems to reinforce it:...despite ChatGPT and Microsoft's AI solutions, including Bing and Copilot, being readily available, Google appears to have insulated itself from these challengers via its solution, Gemini (formerly Bard).According to Similarweb, over the past six months, the market shares of ChatGPT and Microsoft search and AI chatbot have inched up 0.32% to 0.14% to 1.84% and 1.44%, respectively.Meanwhile, Google’s market share outside China has remained at nearly 92%. $Alphabet(GOOG)$
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    • jeffry09jeffry09
      ·03-25
      google never wasted time on Investor relations department. same as berkshire. Their annual investor day is soo bare bones. you can see how ridiculously simple they keep it on youtube. They just focus on delivering products. time will well who has the best tech. $Alphabet(GOOG)$
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    • jeffry09jeffry09
      ·03-25
      gave a conservative guidance by comparing to previyyear ..next year will be compared to this year which would be much better ,market will pounce on to it mid of this year and push this to valuations based on fy26 which is closer to 130ish.easy buy.the other companies are growing because they are smaller and ppl looking for something new and sooner or later the gas will flow out and then NKE it will be…seen this several times $Nike(NKE)$
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    • jeffry09jeffry09
      ·03-25
      Analyzing NKE I find that the long term downtrend is still not managing to reverse, but is showing some signs.Now I would look for what short timeframes do around the 88.66 level, if they do not become divergent there and break the low, I would look at 82.22.If we do not have a clear weekly divergence there, it means NKE is not able to become bullish in the long term, and will dump further and further, until we print a real weekly div. $Nike(NKE)$
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    • jeffry09jeffry09
      ·03-22
      Do the Math. If you spend billions on accelerators. You want the best thing on the market! Imagine spending 40k on a Nvidia Blackwell when you can go to AVGO and get a custom silicon chip made for multiple generations at 50% more memory! You get more performance for your money! More memory bandwith means better performance! Also it's most likely not as priced as high as NVIDIA! This is just crazy. AVGO pretty much said we can compete with NVIDIA but keep it lowkey. Nobody coming with headlines regarding the event and stock just keeps going up. People are just finding out on their own. As Al models continue to grow in size and complexity, having more HBM stacks future-proofs the accelerator architecture. $Broadcom(AVGO)$
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    • jeffry09jeffry09
      ·03-22
      Snowflake makes money non-GAAP: Total Assets year end 2021: $5.9B. 2022: $6.6B. 2023: $7.7B. Latest RPO reported was $5.1B. Product Gross Margin improved to 78% in FY24. In short, Snowflake continues to invest in scale for the opportunity in front of it. $Snowflake(SNOW)$
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    • jeffry09jeffry09
      ·03-22
      It’s becoming a YoYo stock with lacking fundamentals for investors to have confidence in. I am one of those who thought Lisa was going to make that real difference and challenge the doubters who stated that AMD wouldn’t compete against Nvidia. Based of the last 10 days I’m feeling that I was wrong and the doubters are right $Advanced Micro Devices(AMD)$
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